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Issuer Direct (ISDR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Issuer Direct (NYSE:ISDR)

Current
Institutional Ownership
Percentage
50.02%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.18M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$157.76K
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ISDR Institutional Buying and Selling by Quarter

Issuer Direct Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/10/2024Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.075%
11/15/2024Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.076%
11/6/2024Bard Associates Inc.133,805$1.60M0.5%+14.2%3.494%
8/9/2024Renaissance Technologies LLC38,338$301K0.0%-16.4%1.004%
8/9/2024Dimensional Fund Advisors LP35,894$282K0.0%-18.3%0.940%
5/10/2024Acadian Asset Management LLC6,761$86K0.0%-29.0%0.177%
11/13/2023Acadian Asset Management LLC9,887$185K0.0%-7.6%0.260%
11/6/2023Seizert Capital Partners LLC10,831$204K0.0%-11.0%0.284%
10/26/2023Punch & Associates Investment Management Inc.87,795$1.65M0.1%+35.0%2.304%
8/7/2023Acadian Asset Management LLC10,705$199K0.0%-37.0%0.282%
7/27/2023Seizert Capital Partners LLC12,163$229K0.0%-50.3%0.321%
5/11/2023Acadian Asset Management LLC17,001$357K0.0%-4.3%0.449%
5/9/2023Seizert Capital Partners LLC24,481$515K0.0%-19.1%0.646%
2/15/2023Forager Capital Management LLC459,909$11.50M4.9%+2.8%12.132%
2/10/2023Bard Associates Inc.115,181$2.88M1.2%-0.3%3.038%
2/1/2023Legato Capital Management LLC9,265$232K0.0%N/A0.244%
11/15/2022Forager Capital Management LLC447,554$9.09M5.7%-1.5%11.806%
11/2/2022Seizert Capital Partners LLC30,247$614K0.0%-8.8%0.838%
8/11/2022Bard Associates Inc.115,873$2.95M1.3%+5.4%3.209%
4/29/2022Navellier & Associates Inc.15,809$470K0.1%-4.2%0.417%
2/14/2022Navellier & Associates Inc.16,509$486K0.1%+25.0%0.435%
2/14/2022Forager Capital Management LLC394,697$11.62M5.6%N/A10.411%
2/10/2022Acadian Asset Management LLC17,758$522K0.0%+11.9%0.468%
11/12/2021Renaissance Technologies LLC42,038$1.10M0.0%-5.0%1.109%
11/9/2021BlackRock Inc.11,599$304K0.0%+143.1%0.306%
11/3/2021Seizert Capital Partners LLC33,148$867K0.0%+16.7%0.875%
10/28/2021Navellier & Associates Inc.13,208$345K0.1%+11.3%0.349%
8/17/2021Bridgeway Capital Management LLC17,900$485K0.0%+8.5%0.473%
8/13/2021Renaissance Technologies LLC44,267$1.20M0.0%-32.7%1.169%
8/13/2021Geode Capital Management LLC22,095$599K0.0%+11.6%0.584%
8/13/2021Vanguard Group Inc.176,175$4.78M0.0%-8.2%4.653%
8/12/2021Dimensional Fund Advisors LP32,906$892K0.0%+41.7%0.869%
8/12/2021Globeflex Capital L P13,718$372K0.1%N/A0.362%
8/12/2021Bard Associates Inc.111,068$3.01M1.0%+14.6%2.934%
8/9/2021Navellier & Associates Inc11,862$322K0.0%+27.3%0.315%
8/5/2021Legato Capital Management LLC14,538$394K0.1%N/A0.386%
8/5/2021Seizert Capital Partners LLC28,393$770K0.0%+105.5%0.753%
8/2/2021Advisor Group Holdings Inc.2,620$71K0.0%+133.9%0.070%
5/25/2021Cove Street Capital LLC1,300$29K0.0%-48.0%0.035%
5/14/2021Dimensional Fund Advisors LP23,216$509K0.0%+45.5%0.616%
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5/14/2021O Shaughnessy Asset Management LLC10,368$227K0.0%-30.5%0.275%
5/13/2021Renaissance Technologies LLC65,738$1.44M0.0%-38.2%1.746%
5/12/2021Geode Capital Management LLC19,805$434K0.0%-33.5%0.526%
5/12/2021Navellier & Associates Inc9,319$204K0.0%N/A0.247%
5/5/2021Seizert Capital Partners LLC13,814$303K0.0%-20.1%0.367%
3/8/2021Dimensional Fund Advisors LP15,951$279K0.0%N/A0.426%
2/25/2021Dimensional Fund Advisors LP15,951$279K0.0%N/A0.426%
(Data available from 1/1/2016 forward)

ISDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISDR shares?

During the previous two years, the following institutional investors and hedge funds held shares of Issuer Direct shares: Punch & Associates Investment Management Inc. ($1.65M), Bard Associates Inc. ($1.60M), Garden State Investment Advisory Services LLC ($492K), Renaissance Technologies LLC ($301K), Dimensional Fund Advisors LP ($282K), and Seizert Capital Partners LLC ($204K), and Acadian Asset Management LLC ($86K).Learn more on ISDR's institutional investors.

What percentage of Issuer Direct stock is owned by institutional investors?

50.02% of Issuer Direct stock is owned by institutional investors. Learn more on ISDR's institutional investor holdings.

Which institutional investors have been buying Issuer Direct stock?

The following institutional investors have purchased Issuer Direct stock in the last 24 months: Garden State Investment Advisory Services LLC ($82.40K), Punch & Associates Investment Management Inc. ($22.76K), and Bard Associates Inc. ($16.62K).

How much institutional buying is happening at Issuer Direct?

Institutional investors have bought a total of 121,783 shares in the last 24 months. This purchase volume represents approximately $1.61M in transactions.

Which Issuer Direct major shareholders have been selling company stock?

The following institutional investors have sold Issuer Direct stock in the last 24 months: Seizert Capital Partners LLC ($19.42K), Acadian Asset Management LLC ($10.63K), Dimensional Fund Advisors LP ($8.06K), and Renaissance Technologies LLC ($7.50K).

How much institutional selling is happening at Issuer Direct?

Institutional investors have sold a total of 45,610 shares in the last 24 months. This volume of shares sold represents approximately $685.08K in transactions.


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This page (NYSE:ISDR) was last updated on 5/1/2025 by MarketBeat.com Staff
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